Ad-hoc Financial Planning Consultations
Sometimes we just need someone to listen.
Modern Cents offers commitment-free consultations for those who have pressing questions they would like expert advice on.
What you get
-
A 1-hour Personal Money Session with a Certified Financial Planner. Choose the planner that suits you best!
-
Cross border (Andrea or Vikki)
-
Canadian only (Justine or Shay)
-
-
Feedback and advice on a particular subject that you would like to discuss in more detail
-
Access to a professional at a low cost with no commitment
-
Full summary notes and any follow up materials following the meeting.
COST:
$375 including sales tax for Domestic Clients with Justine Kelly or Shay Steacy
$575 including sales tax for Cross Border Clients with Andrea Thompson or Vikki Brown
*Signoff on engagement agreement required in advance of consultation session. Review sample agreement here.